Rockwood Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Rockwood Wealth Management, LLC
- $981 Billion
- Q1 2025
A detailed history of Rockwood Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 1,973,973 shares of SPSB stock, worth $59.4 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
1,973,973
Previous 1,790,843
10.23%
Holding current value
$59.4 Million
Previous $53.5 Billion
11.11%
% of portfolio
6.06%
Previous 5.77%
Shares
11 transactions
Others Institutions Holding SPSB
# of Institutions
613Shares Held
223MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS40.4MShares$1.21 Billion1.17% of portfolio
-
Jpmorgan Chase & CO New York, NY37.6MShares$1.13 Billion0.09% of portfolio
-
Valmark Advisers, Inc.7.49MShares$225 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$170 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.16MShares$155 Million0.01% of portfolio